Name: How can AIM help your clients’ Inheritance Tax planning?
Start: 2021-09-15T13:00:00Z
End: 2021-09-15T13:00:41.000Z
Location: BrightTALK

Founded in 2004, Fundamental Asset Management is an independent, owner managed investment management firm delivering outstanding investment growth for high net-worth individuals by creating bespoke direct equity portfolios tailored to a client's needs.

We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

We have an unrivalled knowledge of the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 20 years.

WEBINAR: Join Fundamental Asset Management's Chris Boxall, Stephen Drabwell and Jonathan Bramall on Thursday 10th July 2025 at 3pm for the webinar: INCOME STRATEGY & AIM REVIEW

The webinar is CPD eligible.

Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
• Q2 AIM review - positive performance at last!
• Reasons to be positive
• Building a Resilient Income Strategy with UK Main Market Investments
• Dividend Sustainability
• Why 7% Matters
• Stock Examples
• Q&A - Your questions answered - submit them to jbramall@fundamentalasset.com

INCOME STRATEGY & AIM REVIEW

WEBINAR: Join Fundamental Asset Management's Chris Boxall, Stephen Drabwell and Jonathan Bramall on Thursday 5th June 2025 at 3pm for the webinar: UK Dividend Income Model - Global Concerns, Exceptional Yield?

The webinar is CPD eligible.

Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
• Navigating Market Volatility: Why Income Investing Matters More Than Ever
• The UK Advantage: Unpacking Dividend Culture and Opportunities
• Building a Resilient Income Portfolio: Strategies and Stock Selection
• The Role of Share Buybacks
• The Macro View: Interest Rates and Dividend Appeal
• Q&A - Your questions answered - submit them to jbramall@fundamentalasset.com

UK Dividend Income Model – Global Concerns, Exceptional Yield?

WEBINAR: Join Fundamental Asset Management's Chris Boxall, Stephen Drabwell and Jonathan Bramall on Thursday 6th February 2025 at 3pm as they review the impact of the last Budget on AIM and what lies ahead for London’s junior market. They will also be reviewing the Fundamental AIM and main market portfolio performances as well as taking your questions.

The webinar is CPD eligible.

 Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
• Market update – AIM portfolio & main market portfolio updates 

• What next for AIM?

• What are the alternatives to AIM? 

• Q&A - Your questions answered - submit them to jbramall@fundamentalasset.com

AIM and beyond – what next for AIM & what are the alternatives?

WEBINAR: Join Fundamental Asset Management's Chris Boxall, Stephen Drabwell and Jonathan Bramall on Tuesday 16th July 2024 at 3pm as they review whether small caps are up and running or if it is a false start. They will also look at the impact of the General Election both now and over the next 12 months.

The webinar is CPD eligible.

 Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
- The appeal right now of small caps
- Share buybacks
- Likely impact of interest rate cuts
- Impact of the General Election result
- Performance update
- What were the highlights and low lights of Q2
- Your questions answered - submit them to jbramall@fundamentalasset.com

False start or are small caps up and running?

WEBINAR: Join Fundamental Asset Management's Chris Boxall, Stephen Drabwell and Jonathan Bramall on Wednesday 24th April 2024 at 3pm as they review the first quarter of 2024 and look at what happened to AIM.

The webinar is CPD eligible.

 Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
- Performance update
- What were the highlights and low lights of Q1
- Company news
- Your questions answered - submit them to jbramall@fundamentalasset.com

Q1 REVIEW - WHAT HAPPENED TO AIM?

WEBINAR: Join Fundamental Asset Management's Jonathan Bramall & Chris Boxall on Thursday 21st March 2024 at 3pm as they look at the topic "How Do You Use AIM For Inheritance Tax Planning?".

The webinar is CPD eligible.

 Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
- What is AIM
- How is it used for Inheritance Tax Planning (IHT)?
- Portfolio not a fund
- Advantages & disadvantages of Using AIM for IHT
- Inheritance Tax to be scrapped?
- ISAs and AIM for IHT
- Your questions answered - submit them to jbramall@fundamentalasset.com

How Do You Use AIM For Inheritance Tax Planning?

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 17th January 2024 at 3pm as they look at the topic "AIM to soar in '24?". The webinar is CPD eligible.

 Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
- Performance in 2023
- What has been happening with AIM and why?
- Company updates
- Inheritance Tax to be scrapped?
- Thoughts on 2024
- It’s been so bad; is now a good time to invest?
- AIM valuation appeal
- Why patience is Fundamental
- Your questions answered - submit them to jbramall@fundamentalasset.com

AIM to soar in ’24?

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Tuesday 3rd October at 3pm as they look at "WHAT DOES PRIVATE EQUITY SEE IN AIM?". The webinar is CPD eligible. Pre-registering will also mean you can view it on demand.

TOPICS TO INCLUDE
- What does Private Equity see in AIM?
- Why does the market not see what Private Equity does?
- AIM Performance in Q3
- Audience Q&A

What does Private Equity see in AIM?

WEBINAR: Join Fundamental Asset Management: Co-Founders Chris Boxall & Stephen Drabwell on Tuesday 18th July at 3pm as they look at "AIM a Half Year Update". The webinar is CPD eligible.

TOPICS TO INCLUDE
- AIM Performance in 2023 H1
- What happened to the market in Q2?
- Company Results & updates
- Specific company stock price focus
- Thoughts on the year ahead
- Audience Q&A

AIM a Half Year Update

WEBINAR: Join Fundamental Asset Management: Co-Founders Chris Boxall & Stephen Drabwell and special guest Town Close Financial Planning: Managing Director Jeremy Askew on Wednesday 14th June at 3pm as they look at using AIM for Inheritance Tax planning; advantages, disadvantages, alternatives and costs. They will also cover the new Consumer Duty. The webinar title is Using AIM IHT - Do's, Don’ts & Maybes.

The webinar is CPD eligible.

TOPICS TO INCLUDE
- AIM performance so far in 2023
- Main developments
- Why use AIM for IHT?
- Advantages of using AIM
- Disadvantages
- How much does it cost:
- To use FAM  – advised – non-advised
- To use a Trust
- To use a Fund
- Consumer Duty – fair value
- When using AIM for IHT - what to consider
- Why AIM may be suitable
- Why AIM may not be suitable
- Audience Q&A

Using AIM IHT - Do's, Don’ts & Maybes

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 8th March at 3pm as they look at AIM ISAs and their pros and cons during ISA season. The webinar is CPD eligible.

TOPICS TO INCLUDE:
- AIM performance so far in 2023
- Additional Permitted Subscription (APS)
- How to use an ISA for Inheritance Tax planning 
- Are AIM ISAs worth it?
- Collective Investment Schemes (Open or Closed Ended Funds) vs Direct Equity Portfolios
- Could now be the time for a bed and ISA transfer?
- Audience questions

AIM ISAs are they worth it?

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Tuesday 31st January at 3pm as they look at the risks and opportunities for AIM in 2023.
 
They will review 2022 and look into their crystal ball for 2023. What happened to AIM in terms of its size and overall performance.

TOPICS TO BE COVERED:
- Brief introduction to AIM for Inheritance Tax (IHT) planning - including ISAs 
- Recap on performance in 2022
- AIM IHT investing universe 2023
- Company valuations
- Results and updates January 2023
- Growth or Income AIM IHT portfolios?

What does 2023 have in store for AIM?

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Friday 25th November at 3pm as they cover the benefits and potential pitfalls of investing in Inheritance Tax qualifying AIM companies for income generation. 

AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use.  However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels not seen since we started managing AIM IHT planning portfolios back in 2004 and the AIM of today is thankfully a far better market than it was back then.

With many AIM companies sitting on plenty of supportive cash, but their share prices languishing, these high yielders also have growth attractions as well.

We therefore thought it was an appropriate time to reassess the dividend and income potential of AIM companies for IHT planning purposes.

TOPICS

- State of the AIM market
- The investable universe of big dividend paying AIM stocks
- Dividend yields and dividend cover
- Quality of AIM companies
- Interest rate considerations
- Fundamental Asset Management’s high yield AIM portfolio solution
- Sectors and industries 
- Portfolio management

AIM IHT portfolios for INCOME? Is it worth it?

WEBINAR: Join Fundamental Asset Management's co-Founders Chris Boxall & Stephen Drabwell on Wednesday 12th October at 3pm as they look at what happened to AIM in quarter 3 of 2022. The market has been terrible for a long time now, are things going to change soon? How have companies really been performing vs their stock price?

TOPICS

AIM: cheap for good reason or bargains to be snapped up?
- Q3 Review. 
- What lies ahead for Q4.
- It has been a terrible time for AIM stocks; why could now be the time to invest?
- Actual performance vs share price.
- Valuations.
- Impact of “mini budget”.
- Questions

AIM: cheap for good reason or bargains to be snapped up?

WEBINAR: Join Fundamental Asset Management's co-Founders Chris Boxall & Stephen Drabwell on Wednesday 20th July at 2pm as they look at what happened to AIM in the second quarter of the year. What has gone wrong and why? What are the risks and opportunities for AIM for the remainder of 2022?

They will review the second quarter and look into their crystal ball for the rest of 2022. What happened to AIM overall. Have all companies been performing badly? What is causing the issues?

TOPICS
- Quick refresher - what is AIM?
- Quick refresher – using AIM for IHT planning.
- What happened to the market in Q2 of 2022?
- What has gone wrong and why?
- What does the rest of 2022 have in store?
- Other times AIM has fallen.
- What are the opportunities?
- ESG & PRI developments.
- Questions.

AIM - where are the opportunities? When will things get back on track? Q2 Review

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 4th May at 3pm 2022 as they answer your questions on using AIM for Inheritance Tax Planning.

AGENDA:
1) Review of Q1 2022.
2) Look at the opportunity for AIM going forward. 
3) Your submitted questions answered.
4) Your chance to ask questions on the day. 

PLEASE SEND US YOUR QUESTIONS
Now it is over to you: please email your questions to enquiries@fundamentalasset.com

How to use AIM for Inheritance Tax Planning? Your Questions Answered

WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 26th January at 3pm as they look at the risks and opportunities for AIM in 2022.
 
They will review 2021 and look into their crystal ball for 2022. What happened to AIM in terms of its size, overall performance as well as how much was raised in new issues and secondary issues?
 
Will AIM see the tax breaks around Inheritance Tax end? The webinar will be looking at AIM's tax reliefs (including AIM ISAs): Business Rates, Inheritance Tax, Capital Gains and Income Tax. How at risk are these? What would happen if there was to be a change? What would it mean to current and future investments? How can clients benefit from the reliefs?

TOPICS
- What is AIM?
- What happened in 2021?
- AIM for outperformance
- UK smaller companies – big outperformers
- What are the tax reliefs?
- Business Relief / IHT relief
- How to benefit from the tax reliefs
- Portfolio not a fund
- Investment with Fundamental
- Risk of Tax reliefs being withdrawn
- Effect of AIM on UK economy
- AIM more than just a tax benefit
- AIM in 2022
- Difficult start to the new year – technology sell-off, will it continue?
- Inflationary worries 
- Interest rate rises 
- Always something to worry about with the stock market!
- Valuations – companies need to deliver
- New issues 
- ASOS – will others follow?

What does 2022 have in store for AIM – are the tax reliefs at risk?

Investing via Collective Investment Schemes has become the norm for the majority of UK retail investors, particularly when looking for exposure to UK smaller companies.

But are they all that they seem and are they the only choice?

Models of directly held equities are often overlooked, but investors could be missing out on the added value direct equity investment brings.

Those investing in AIM companies for Inheritance Tax planning purposes are obliged to hold direct investment in the underlying equity. This has seen AIM portfolios deliver very strong performance to clients not to mention attractive Inheritance Tax planning benefits.

We will also be giving our quarterly update on AIM. How is the market holding up? Where do we see its future going into Q4?

Join me and our co-founder Chris Boxall to hear more…

Derek Mclay

The benefits of Direct Equity Investment and AIM Quarterly Update

In the last year, HMRC has accumulated record levels of Inheritance Tax revenue and there has been a significant growth in demand for Inheritance Tax planning advice.
The Chancellor has frozen tax thresholds until 2026 and with a rise in inflation expected over the coming years IHT planning will become an even greater theme for clients and advisers. 

How can AIM help?
AIM is one of the most successful growth markets in the world and an AIM IHT portfolio can qualify for 100% IHT exemption after two years. It can also sit within an ISA on platform and clients don’t lose control of their money. 

Want to hear more?
Join myself and our co-founder Stephen Drabwell to hear how AIM can help with your clients’ Inheritance Tax planning.

Derek McLay

How can AIM help your clients’ Inheritance Tax planning?

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How can AIM help your clients’ Inheritance Tax planning?

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Fundamental Asset Management